Legacy Wealth Management

Business Services · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

1401 S Cheyenne Ave, Tulsa, Oklahoma, 74...

Phone Number

(918) 876-5239

Revenue

<$5 Million

Industry

Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Legacy Wealth Management

Legacy Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Your interests always come first as we strive to understand your financial situation and provide you with only the highest quality information, products and services.Explore more
Legacy Wealth Management's Social MediaPopular SearchesLegacy Wealth ManagementLegacy Wealth Management LLCLegacy Wealth Management - HomeLegacy Wealth Management| LLCSIC Code 73,736NAICS Code 56,561Show more

Legacy Wealth Management Org Chart

PhoneEmail
JM
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Administrative Assistant

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Compare Similar Companies to Legacy Wealth Management

Compare insights from companies similar to Legacy Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
2011
JM
Jenna MandelAdministrative Assistant
<$5M
1-10
Private
-
2008
BB
Brandon BourqueCertified Financial Planner
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
JC
Julie ClausDirector, Branch of Operations
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Management is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Legacy Wealth Management is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Management.

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.legacywealthus.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is <$5 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 73,736
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 56,561
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 1-10 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Business Services, Human Resources Management Systems (HRMS)
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Roussel and Associates, Tradewinds Wealth Management, SAGE Consulting & Wealth Management, EJS Wealth Management
What companies has Legacy Wealth Management acquired?
Legacy Wealth Management has acquired the companies: MAMSI, PacifiCare Health Systems, Touchpoint Health Plan, Oncology Plus
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (918) 876-5239 Website: www.legacywealthus.com
What does Legacy Wealth Management do?

Legacy Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Your interests always come first as we strive to understand your financial situation and provide you with only the highest quality information, products and services.... Read More

What are Legacy Wealth Management social media links?
Legacy Wealth Management Facebook page
Is Legacy Wealth Management a public company?
Legacy Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Management

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